Schedule R (Form 941) - Allocation Schedule For Aggregate Form 941 Filers - 2011 Page 3
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Schedule R (Form 941) (Rev. 1-2011)
Section references are to the Internal Revenue Code unless otherwise
• Total income tax withheld from wages, tips, and other compensation
noted.
(line 3 of Form 941) allocated to the listed client EIN.
• Total social security and Medicare taxes (line 5d of Form 941)
General Instructions
allocated to the listed client EIN.
• Total taxes after adjustments from line 10 of Form 941 (line 8 for
Purpose of Schedule R (Form 941)
quarters ending before January 31, 2011) allocated to the listed client
EIN.
Use Schedule R (Form 941) to allocate the aggregate information
• Advance earned income credit (EIC) payments from line 9 of Form 941
reported on Form 941 to each client. If you have more than 15 clients,
(for quarters ending before January 31, 2011) allocated to the listed
complete as many Continuation Sheets for Schedule R (Form 941) as
client EIN.
necessary. Attach Schedule R (Form 941), including any Continuation
Sheets, to your aggregate Form 941 and file it with your return.
• Total deposits and COBRA premium assistance payments for this
quarter from line 13 of Form 941 and amounts paid with this return,
Who Must File?
allocated to the listed client EIN.
You must also report the same information for your employees on line
You must complete Schedule R (Form 941) each time you file an
18 of Schedule R (Form 941).
aggregate Form 941, Employer’s QUARTERLY Federal Tax Return.
Aggregate Forms 941 are filed by agents approved by the IRS under
Compare the total of each column on line 19 (including your
section 3504. To request approval to act as an agent for an employer,
information on line 18) of Schedule R (Form 941) to the amounts
you must file Form 2678, Employer/Payer Appointment of Agent, with
reported on the aggregate Form 941. For each column total of Schedule
the IRS. On Schedule R (Form 941), we call those employers your
R (Form 941), the relevant line from Form 941 is noted in the column
clients.
heading.
When Must You File?
If the totals on line 19 of the Schedule R (Form 941) do not match the
totals on Form 941, there is an error that must be corrected before
If you are an aggregate Form 941 filer, file Schedule R (Form 941) with
submitting Form 941 and Schedule R (Form 941).
your aggregate Form 941 every quarter when Form 941 is due.
Paperwork Reduction Act Notice. We ask for the information on
Schedule R (Form 941) to carry out the Internal Revenue laws of the
Specific Instructions
United States. You are required to give us this information. We need it to
ensure that you are complying with these laws and to allow us to figure
Completing Schedule R (Form 941)
and collect the right amount of tax.
You are not required to provide the information requested on a form
Enter Your Business Information
that is subject to the Paperwork Reduction Act unless the form displays
Carefully enter your employer identification number (EIN) and the name
a valid OMB control number. Books or records relating to a form or its
of your business at the top of the schedule. Make sure they exactly
instructions must be retained as long as their contents may become
match the EIN and name shown on the attached Form 941.
material in the administration of any Internal Revenue law. Generally, tax
returns and return information are confidential, as required by section
Calendar Year
6103.
Enter the calendar year that applies to the quarter checked.
The time needed to complete and file Schedule R (Form 941) will vary
Check the Box for the Quarter
depending on individual circumstances. The estimated average time is:
Recordkeeping
Check the appropriate box of the quarter for which you are filing
.
.
.
.
.
.
.
.
.
.
.
12 hrs., 26 min.
Schedule R (Form 941). Make sure the quarter checked on the top of the
Learning about the law or the form .
.
.
.
.
.
.
. 12 min.
Schedule R (Form 941) matches the quarter checked on your Form 941.
Preparing, copying, and assembling the form .
.
.
.
. 24 min.
Client and Employee Information
If you have comments concerning the accuracy of these time
estimates or suggestions for making Schedule R (Form 941) simpler, we
On Schedule R (Form 941), including any Continuation Sheets for
would be happy to hear from you. You can email us at
Schedule R (Form 941), you must report the following for each client.
*taxforms@irs.gov. (The asterisk must be included in the address.) Enter
Note. When entering amounts over 999.99 on Schedule R (Form 941),
“Forms Comment” on the subject line. Or write to: Internal Revenue
do not enter commas.
Service, Tax Products Coordinating Committee, SE:W:CAR:MP:T:T:SP,
1111 Constitution Ave. NW, IR-6526, Washington, DC 20224. Do not
• Your client’s employer identification number (EIN).
send Schedule R (Form 941) to this address. Instead, see Where Should
• Wages, tips, and other compensation (line 2 of Form 941) allocated to
You File? in the Instructions for Form 941.
the listed client EIN.
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